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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
C2C Wealth Management
Arizona
$911K +$251K +1,436 +40%
EA
2077
Emerald Advisors
Washington
$910K -$48.8K -279 -5%
TFO
2078
Tarbox Family Office
California
$909K – – –
RFN
2079
RDA Financial Network
Iowa
$907K +$38.3K +219 +5%
FCA
2080
FinTrust Capital Advisors
South Carolina
$904K – – –
AA
2081
Advisory Alpha
Michigan
$900K -$33.6K -192 -4%
LIA
2082
LBMC Investment Advisors
Tennessee
$900K +$3.5K +20 +0.4%
IP
2083
Ignite Planners
California
$898K +$53.7K +307 +7%
TIM
2084
Thompson Investment Management
Wisconsin
$896K -$7.87K -45 -0.9%
ONST
2085
Old North State Trust
North Carolina
$895K – – –
ICP
2086
Ironvine Capital Partners
Nebraska
$893K – – –
FWS
2087
FinDec Wealth Services
California
$893K – – –
CSPAM
2088
Cary Street Partners Asset Management
Virginia
$891K +$1.75K +10 +0.2%
BCP
2089
Berkeley Capital Partners
Georgia
$887K +$45.8K +262 +6%
IIC
2090
Integrated Investment Consultants
Michigan
$886K -$73.9K -423 -8%
SLT
2091
St Louis Trust
Missouri
$884K – – –
EFL
2092
ERn Financial LLC
Wisconsin
$876K +$11.9K +68 +1%
T
2093
TRUADVICE
Florida
$875K +$350K +2,002 +78%
SIS
2094
Sound Income Strategies
Florida
$874K -$50.5K -289 -6%
WDL
2095
Well Done LLC
Michigan
$874K +$19.8K +113 +2%
IWM
2096
Iams Wealth Management
Nebraska
$872K +$300K +1,717 +55%
RIS
2097
Retirement Income Solutions
Michigan
$872K +$30.4K +174 +4%
CNBT
2098
Cornerstone National Bank & Trust
Illinois
$872K +$1.05K +6 +0.1%
SWA
2099
SOA Wealth Advisors
New York
$871K +$24.6K +141 +3%
NCM
2100
NCM Capital Management
New Jersey
$868K +$350 +2 +0%
82 83
84
85 86